Mowery & Schoenfeld Wealth Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-101	Closed	-$7.96K	–	466
2025 Q1	$7.96K	Buy	+101	New	+$7.96K	0.02%	279